Austin Chapter Future Meetings
Mark Your Calendar!

Monday, February, 29, 2016
Speaker: Vince Balagia President, Stallion Capital Fund
Topic: High-Yield Real Estate Loans

Date:  Monday, March 21, 2016

Topic:  Achieving Broad Portfolio Diversification

Speaker: Craig Israelsen, President, 7Twelve Portfolio

The AAII Austin, Tx Chapter

» Upcoming Chapter Meetings:
There are no upcoming meetings posted at this time.

» Past Chapter Meetings:

Monday, January 25, 2016
"How the Marine Corps Shaped Our Investment Philosophy"
Wesley Gray, Ph.D., Founder, Alpha Architect
Pat Cleary, Chief Operating Officer and Chief Compliance Officer, Alpha Architect
Monday, December 14, 2015
"Investing in Precious Metals the Smart Way"
John Hutmacher, President and CEO, U.S. Gold Bureau
Monday, November 16, 2015
"Self-Directed IRAs: Real Estate and Others"
Nate Hare, Executive Vice President, Quest IRA
Monday, October 26, 2015
"What You Didn’t Know About Covered Calls"
Dan Passarelli, CEO, Market Taker Mentoring, Inc.
Monday, September 28, 2015
"Down Markets Can Be Softened. Here’s How."
Mark Angil, Principal, RBD Adaptive LLC
Monday, June 29, 2015
"Estate Planning, Texas Style"
Brad Wiewel, President, Texas Trust Law
Monday, May 18, 2015
"The Bond Market Went From Famine to Feast. Now What?"
Marilyn Cohen, Founder and CEO, Envision Capital Management, Inc.
Monday, April 20, 2015
"True Sector Rotation: Breaking Through the Efficient Frontier"
Scott Juds, Founder and President, SumGrowth Strategies
Monday, March 30, 2015
"The Oil and Gas Industry in the 21st Century"
Ron Finn, CEO, Finnco Oil & Gas
Monday, February 23, 2015
"Simple, Practical Technical Analysis Techniques for Everyday Investors"
Ray Rondeau, President, AAII Boston Chapter
Monday, January 26, 2015
"High-Probability Investing"
Robert B. Drach, Founder, Drach Market Research Advisors
Monday, December 15, 2014
"Predicting Market Trends With Barron’s"
Peter Miller, Statistics Director, Barron’s
Monday, November 17, 2014
"Annuity Facts From a Nationally Recognized Annuity Expert"
Stan Haithcock, Stan The Annuity Man
Monday, October 27, 2014
"Covered Call Writing to Generate Monthly Cash Flow"
Dr. Alan Ellman, The Blue Collar Investor Corp.
Monday, September 29, 2014
"New Crowdfunding Regulatory Changes"
Lori J. Schock, Director, Office of Investor Education and Advocacy, U.S. Securities and Exchange Commission

"AAII Materials, Methods and Resources"
David Fischer, Robert Luedtke, Brent Torgrimson, Discussion Leaders, AAII Austin Chapter

Monday, June 30, 2014
"How to Earn Double-Digit Returns While Avoiding Major Down Markets in a Safety-First Approach"
Nicholas G. Atkeson, Partner, Delta Investment Management
Monday, May 19, 2014
"The Big Squeeze: How Taxes Are Squeezing Your Income, How Interest Rates Are Squeezing Your Assets "
Tony Muhlenkamp, President and Chief Compliance Officer, Muhlenkamp & Company Inc.
Monday, April 28, 2014
"Looking Ahead in an Uncertain World"
Fred Richards, President, Adrich Corporation
Monday, March 10, 2014
"Determining a Stock’s True Worth"
Wayne A. Thorp, CFA, Vice President, Senior Financial Analyst, AAII; Editor, Computerized Investing
Monday, February 24, 2014
"Using Managed Futures for Portfolio Diversification"
David Johnson, Chief Investment Officer, Global Capital Group


AAII Materials, Methods and Resources, Austin Chapter Meets both Locally and at the Monthly AAII meeting at Ben Hur

 David Fischer


This subgroup will present a topic prior to each regular Chapter meeting from 5:30-6:30 p.m. It includes discussions with members on materials and strategies that AAII offers.